Alternative Investment Funds (AIF)Compare Schemes
KLAY GROWTH FUND vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
KLAY GROWTH FUND
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
3 yrs return
5%
10%
15%
Nifty 500 · 10.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.86%
2.98%
6 Months
2.50%
24.80%
1 Year
4.92%
10.37%
3 Years
8.35%
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5 Years
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Since Inception
6.31%
16.92%
Fund Age
4 yrs 9 mo
14 mo
AUM
₹28.32 Cr
₹151.93 Cr
Alpha – 1 Year
3.40%
−2.16%
Alpha – 3 Years
−1.74%
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Information Ratio – 3 Years
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Volatility – 1 Year
17.29%
15.91%
Volatility – 3 Years
17.14%
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Beta – 1 Year
0.99
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.05
0.35
Sharpe Ratio – 3 Years
-0.20
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Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
−12.62%
−12.14%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 92% · M 4% · S 2%
M 16% · S 83%
Number of Stocks
21
38
Portfolio P/E
20.30
62.12
Top 5 Holdings
Larsen & Toubro Ltd · 8.50%
Titan Company Ltd · 7.70%
Kotak Mahindra Bank Ltd · 7.40%
Divis Laboratories Ltd · 6.90%
HDFC Bank Ltd · 6.40%
Sai Life Sciences Ltd · 4.85%
J B Chemicals & Pharmaceuticals Ltd · 4.58%
Vijaya Diagnostic Centre Ltd · 4.46%
Shaily Engineering Plastics Ltd · 4.40%
Krishna Institute of Medical Sciences Ltd · 4.36%
Top Sectors
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Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
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Performance Fee / Plan
—
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Exit Load (Y1 / Y2 / Y3)
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